Financial Analyst - Mergers and Acquisitions

AAON, Inc. • Tulsa, OK

3d

About The Position

Summary The Financial Analyst – Mergers and Acquisitions (M&A) will support our corporate growth initiatives through strategic transactions. Responsible for evaluating potential acquisition targets, conducting financial modeling, performing due diligence, and supporting the deal execution process from start to finish.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA is a plus).
• 5 years of experience in M&A, investment banking, corporate development, or financial consulting.
• Strong understanding of valuation techniques, financial modeling, and accounting principles.
• Proficiency in Excel, PowerPoint, and financial analysis tools (e.g., FactSet).
• Excellent analytical, communication, and project management skills.
• Ability to manage multiple priorities in a fast-paced, high-stakes environment.

Nice To Haves

• Experience in the manufacturing sector.
• HVAC industry experience a plus.
• Familiarity with ERP (SAP) and CRM systems.
• Experience working on cross-border M&A transactions.

Responsibilities

• Financial Modeling & Valuation: Build and maintain detailed financial models (DCF, comparable company, precedent transactions, accretion/dilution analysis). Analyze financial statements and key performance indicators to assess deal attractiveness.
• M&A Strategy & Market Analysis: Conduct industry and market research to identify trends and potential acquisition targets. Monitor competitors and market activity to inform M&A strategy.
• Due Diligence: Support cross-functional due diligence efforts, including financial, legal, tax, and operational reviews. Coordinate with internal and external stakeholders (executive leadership, legal, consultants, investment bankers).
• Deal Execution: Assist in the preparation of investment memos, presentations, and other materials for executive leadership and board approval. Support negotiations and integration planning.
• Post-Merger Integration Support: Collaborate with integration teams to ensure successful execution of post-deal synergies and performance tracking.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level